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Jeff Bauer has a wealth of work experience spanning from 1995 to the present. Jeff began their career at SunAmerica in 1995 as an Annuities Specialist. Jeff then moved to EQUITABLE DISTRIBUTORS in 1999 as a Regional Vice President and to Jackson National Life in 2000 as a Regional Vice President. In 2010, they joined The Hartford as a Mutual Fund Wholesaler - Regional Vice President, and in 2013 they began working at Edward Jones as a Financial Advisor, as well as at CUSO Financial Services, LP as a Program Manager. In 2014, they joined Paychex as a Regional Retirement Wholesaler, and most recently in 2022, they began working at Income Lab as an Account Management and Senior Revenue Officer.

Jeff Bauer holds a Bachelor of Science (BS) in Management from Pepperdine University. Jeff also holds certifications from the Financial Industry Regulatory Authority (FINRA) for Series 7, 66, and 24.